Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Welcome to Tax & Capital Management 360

Tax & Capital Management 360 works with clients across the United States to help them manage their investments, taxes, and finances. Through our innovative and independent approach to wealth management, we strive to help each of our clients achieve lasting financial stability and success.

Innovative Solutions

As dedicated financial professionals, we create innovative solutions that address your specific concerns. By combining prudent tax planning and comprehensive investment management we’re able to create strategies that can help you effectively manage your wealth. Our customized plans are designed to help increase potential returns and reducing risk while taking your specific goals, needs, and risk tolerance into account. Ultimately, the success of your portfolio is measured by whether or not it helps you accomplish your objectives.

Independent Thinking

You want to achieve financial stability, but it can be hard to sift through the variety of competing opinions and facts to make informed decisions. At Tax & Capital Management 360, we look at all the available information in order to develop wealth management strategies most appropriate for you. As an independent firm, we’re not committed to a particular company’s products. We consider a full range of financial solutions and then recommend those that we think are best for your particular situation.

Lasting Success

Whether you’re planning for retirement, saving for a child’s college education, or need assistance with tax planning, we can help you develop a plan that will address both your immediate concerns and put you on the path to achieving your long-term goals. Through a deliberate and thoughtful evaluation of your current financial situation and objectives, we will construct comprehensive plan that will help you achieve lasting financial success.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Past performance is no guarantee of future results. Please note that individual situations can vary.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a sate by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.